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Beale Healy Investment Advisors Inc

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Client assets under management

$102,826,226

Clients

43

84% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

22

Low

Average account size

$2,391,308

About

Beale Healy Investment Advisors, Inc. advises individual investors, including high‑net‑worth clients, offering discretionary and non‑discretionary portfolio management primarily in individual securities alongside comprehensive and modular financial planning services. The firm manages approximately $103 million for a small client base of about 43 households and operates with a two‑person advisory team.

BHIA’s investment process combines fundamental, technical and quantitative analysis and is implemented through long‑ and short‑term purchases, trading, option strategies and the use of margin or borrowing in separately managed accounts. Investment decisions are made by portfolio managers within a small investment committee that meets weekly and the firm also services legacy Vision2020 platform accounts and manages variable annuity sub‑accounts using program tools while the annuities remain held at the sponsor.

Compared with peers, BHIA’s documented use of borrowing in separately managed accounts is a relatively uncommon practice among supported firms and is explicitly disclosed as part of its strategy set. The principals are also registered representatives of a broker‑dealer and licensed insurance agents, a disclosed affiliation that can give rise to commission‑based conflicts; the firm generally recommends Charles Schwab custody and does not vote client proxies.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Income planning Wealth management Active portfolio management

Fee options

Percentage

$0 - $1,000,000: 1% $1,000,000 - $5,000,000: 0.75% $5,000,000+: 0.5%

Commissions

Commissions received by principals when acting as registered representatives or insurance agents, separate from advisory fees

Project-based

Hourly rate typically $100-$225 for specialized reports or services

Other

Minimum fee: $2,500 for Discretionary Account; $4,000 for Non-discretionary Account; exceptions possible Fee-only: Investment management fees, financial planning fees; no commissions on advisory accounts

Main office location

Beale Healy Investment Advisors Inc

1802 Bayberry Court, Suite 305

Richmond VA 23226, United States

Number of offices

1

Most active in

More info

Texas · Virginia

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 804-355-0223

Advisors at this firm

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user avatar

Ann H

CFP®, Series 63

Richmond, VA

Beale Healy Investment Advisors Inc

Ann Healy is a CFP® with 46 years of industry experience, currently serving at Beale Healy Investment Advisors Inc in Richmond, VA. She has worked with Beale Healy Investment Advisors since 1982 and is also associated with Beale Healy Financial Group, where she provides consultation on insurance and risk management. Beale Healy Investment Advisors serves individual and high-net-worth clients through discretionary and non-discretionary portfolio management focused on individually held securities, complemented by modular financial planning. The firm’s investment approach combines fundamental, technical, and quantitative analysis within a committee framework, employing various strategies from long-term holdings to short-term trading and option positions.

General retirement planning Income planning Wealth management Active portfolio management
user avatar

Richard B

ChFC®, Series 63

Richmond, VA

Beale Healy Investment Advisors Inc

Richard Beale IV is a ChFC® credentialed financial advisor with 45 years of industry experience. He is a principal at Beale Healy Investment Advisors Inc. in Richmond, VA, where he has worked since 1982. Outside of advisory services, he is president and owner of Beale Healy Financial Group Inc., which provides insurance sales. Beale Healy Investment Advisors serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management focused on individually held securities, alongside modular financial planning. The firm uses a committee-based approach combining fundamental, technical, and quantitative analysis, and employs a range of strategies from long-term holdings to short-term trading and options.

General retirement planning Income planning Wealth management Active portfolio management
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